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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
926
Telemus Capital
Michigan
$673K +$24.8K +252 +4%
PGWM
927
Parisi Gray Wealth Management
New Jersey
$672K +$53.7K +546 +9%
CCM
928
Compton Capital Management
Rhode Island
$668K -$13.5K -137 -2%
BHBT
929
Burke & Herbert Bank & Trust
Virginia
$663K -$1.97K -20 -0.3%
HFM
930
Hartford Financial Management
Connecticut
$661K -$13.3K -135 -2%
HT
931
Heritage Trust
Oklahoma
$660K – – –
FPCM
932
Financial Partners Capital Management
New York
$658K -$31.3K -319 -5%
SA
933
Strategic Advisors
New York
$658K +$5.7K +58 +0.9%
FI
934
FormulaFolio Investments
Michigan
$657K +$659K +6,703 New
WA
935
WealthTrust Axiom
Pennsylvania
$655K – – –
IFAM
936
Institutional & Family Asset Management
Colorado
$655K +$19.9K +203 +3%
ABC
937
Associated Banc-Corp
Wisconsin
$644K -$14.7K -150 -2%
MFG
938
Monte Financial Group
Connecticut
$643K +$13.8K +140 +2%
DWM
939
Doyle Wealth Management
Florida
$640K -$43.4K -442 -6%
OCM
940
Osterweis Capital Management
California
$625K – – –
BAM
941
Boyar Asset Management
New York
$624K – – –
RIM
942
Regent Investment Management
Kentucky
$622K -$14.7K -150 -2%
SBH
943
Segall Bryant & Hamill
Illinois
$621K +$83.9K +854 +16%
EM
944
Excalibur Management
Massachusetts
$619K – – –
P
945
Pitcairn
Pennsylvania
$615K -$17.6K -179 -3%
SCP
946
Sandhill Capital Partners
New York
$615K -$5.7K -58 -0.9%
VIA
947
Vantage Investment Advisors
Pennsylvania
$615K – – –
EB
948
Eastern Bank
Massachusetts
$614K – – –
WI
949
Wintrust Investments
Illinois
$613K -$27K -275 -4%
MCM
950
Manchester Capital Management
Vermont
$612K -$15.7K -160 -2%
36 37
38
39 40